See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,293 | $168,632-44.1% | $147,614-36.1% | $125,391-24.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.07% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $8,440 | $6,252+35.0% | $5,564+51.7% | $4,866+73.5% |
| Participant deferral / active EE | $7,295 | $5,507+32.5% | $4,895+49.0% | $5,352+36.3% |
| Admin fee / account holder | $5,750 | $13,580-57.7% | $11,611-50.5% | $9,540-39.7% |